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Blossom Wealth Management’s Microsoft MSFT Stock Holding History

Blossom Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34M Sell
3,609
-212
-6% -$88.7K 1.98% 13
2025
Q4 		$1.85M Buy
3,821
+4
+0.1% +$2K 3.05% 5
2025
Q3 		$1.98M Sell
3,817
-118
-3% -$60.2K 3.19% 5
2025
Q2 		$1.96M Buy
3,935
+23
+0.6% +$9.99K 3.47% 4
2025
Q1 		$1.47M Sell
3,912
-601
-13% -$245K 2.95% 6
2024
Q4 		$1.9M Buy
4,513
+146
+3% +$62.2K 3.66% 4
2024
Q3 		$1.88M Hold
4,367
– – 3.79% 4
2024
Q2 		$1.95M Sell
4,367
-112
-3% -$47.3K 4.25% 3
2024
Q1 		$1.88M Buy
4,479
+67
+2% +$27.1K 4.54% 3
2023
Q4 		$1.66M Buy
4,412
+274
+7% +$97.5K 4.47% 3
2023
Q3 		$1.31M Buy
4,138
+710
+21% +$235K 4.18% 5
2023
Q2 		$1.17M Buy
3,428
+39
+1% +$12.2K 4.27% 4
2023
Q1 		$977K Buy
3,389
+104
+3% +$26.5K 3.97% 5
2022
Q4 		$788K Buy
3,285
+29
+0.9% +$6.96K 3.8% 6
2022
Q3 		$758K Buy
3,256
+10
+0.3% +$2.64K 4.26% 7
2022
Q2 		$834K Buy
3,246
+600
+23% +$163K 4.22% 7
2022
Q1 		$816K Buy
2,646
+181
+7% +$54.5K 3.68% 7
2021
Q4 		$829K Hold
2,465
– – 4.08% 5
2021
Q3 		$695K Buy
2,465
+484
+24% +$141K 4.13% 7
2021
Q2 		$537K Buy
1,981
+169
+9% +$43K 4.04% 9
2021
Q1 		$427K Buy
1,812
+451
+33% +$105K 4.96% 10
2020
Q4 		$302K Buy
+1,361
New +$293K 6.75% 7

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blossom Wealth Management's MSFT Position: Q1 2026 in Review

Blossom Wealth Management reduced its Microsoft (MSFT) stake by 5.5% in Q1 2026, selling an estimated $88.7K and leaving 3,609 shares worth $1.34M. The position accounts for 1.98% of the portfolio, ranked #13.

Blossom Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.98M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Blossom Wealth Management held 3,609 shares of Microsoft worth $1.34M as of Q1 2026.
  • Blossom Wealth Management sold 212 Microsoft shares in Q1 2026, an estimated $88.7K.
  • Microsoft made up 1.98% of Blossom Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Blossom Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Blossom Wealth Management's Microsoft position peaked at $1.98M in Q3 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.